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Environmental, Social and Governance
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October 26 - 28, 2025
SS&C Deliver Phoenix
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Whitepaper
Guardrailing Operational Resilience
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Explore how SS&C helps financial institutions embed operational resilience and align with DORA and NIS2. Download the whitepaper.
The Evolution of Transfer Agency: How to Choose a True Strategic Partner
Learn how to select a transfer agency partner to scale operations, enhance investor servicing and drive growth in Australia’s evolving landscape.
Navigating the Blind Spots for New Issuers in a Growing ETF Market
Explore the ETF ecosystem—from capital markets to marketing strategy—to avoid common pitfalls and build a sustainable fund.
Brochure
Retirement Income Clearing & Calculation (RICC®) Platform
Simplify retirement income access with SS&C’s RICC® Platform. Enable seamless integration for in-plan retirement income solutions.
SS&C Battea Interest Rate Swaps Antitrust Case Summary
You may be eligible for compensation if you engaged in U.S. Interest Rate Swap Transactions with defendants during the applicable Settlement Class Period.
SS&C AI Governance Platform Overview
Develop secure & compliant AI solutions with centralized governance, tailored RAG systems and robust real-time risk management.
Registered Fund Services: Retail Alternatives Solutions
Discover how SS&C’s Retail Alternatives Solutions optimize fund administration, compliance and distribution. Download the brochure today.
Efficient Monte Carlo Methods for Value at Risk Attribution
Explore efficient Monte Carlo methods for VaR attribution to enhance accuracy, lower operational costs and strengthen risk management practices.
Building Liquidity Risk Frameworks to Meet Evolving SEC Requirements
Ensure compliance with SEC Rule 22e-4 using SS&C’s liquidity risk management solution. Enhance decision-making and optimize reporting.
Streamline Your Tax Processes with Confidence
Optimize tax compliance with SS&C’s Tax Administration Services. Streamline reporting, enhance accuracy and minimize risk with advanced automation.
Streamline Legal Administration for Regulatory Confidence
Enhance fund compliance with SS&C’s Legal Administration Services. Streamline filings, reduce risk and simplify governance with automation.
AIFMD: Annex IV Reporting
Streamline your Annex IV reporting with SS&C's AIFMD solution. Leverage advanced technology and expert support to ensure compliance with ease.
Infographic
Your Roadmap to a Successful Hybrid Multi-Cloud AI Strategy
View Now
Assess your AI readiness with a proven hybrid multi-cloud strategy. Optimize performance, security and scalability.
7 Key Criteria for Selecting Managed IT Service Providers in Financial Services
Discover the top 7 criteria for choosing a Managed IT Services Provider in financial services. Learn how to assess compliance, security and scalability.
2024 Year in Review
SS&C Battea is at the forefront of global securities class action recovery, identifying and actively monitoring recovery opportunities for investors.
Strengthening Security and Performance in EMEA
Discover how a hybrid multi-cloud strategy enhances AI security, performance and compliance in EMEA financial services. Download the whitepaper now.
SS&C Global Transfer Agency
With a unified platform offering real-time insights, intelligent automation and global reach, we help asset managers stay ahead of investor expectations.
SS&C Managed IT Services - Cybersecurity
Protect your firm from cyber threats with SS&C’s cybersecurity services, including risk management, compliance and Fractional CISO leadership.
SS&C Managed IT Services - AI Solutions & Compute
Advance AI adoption in financial services with SS&C’s AI consulting services. Build a strategy, assess risk and deploy AI solutions with expert guidance.
SS&C Managed IT Services
Simplify IT operations with SS&C Managed IT Services. Secure, scalable solutions that reduce risk, enhance compliance & accelerate digital transformation.
SS&C Managed IT Services - Business Continuity and Disaster Recovery
Protect your business from IT disruptions with SS&C’s BC/DR solutions. Expert planning, testing and compliance alignment ensure resilience and recovery.
SS&C Managed IT Services - Digital Workplace Solutions
Modernize IT with SS&C’s Digital Workplace Solutions. Improve workforce productivity and simplify IT management with secure solutions.
SS&C Managed IT Services - Strategic IT Consulting
Maximize IT performance & business alignment with SS&C’s Strategic IT Consulting. Modernize infrastructure, optimize security & future-proof technology.
SS&C Managed IT Services - Managed Cloud
SS&C’s secure cloud solutions help financial firms migrate seamlessly, enhance performance and meet compliance mandates like SOC 2 and ISO 27001.
Video
Streamlining IRA Rollovers: A Smarter Approach for 2025
Watch Now
Discover how SS&C's Rollover Central streamlines the IRA rollover process, reducing delays, errors and fraud risks. Watch the interview now.
A Hybrid Multi-Cloud Strategy for Deploying AI Models
Discover how financial services firms can leverage a hybrid multi-cloud strategy to enhance AI security, performance and regulatory compliance.
SS&C Mail Services
Mail room services for scanning and processing, data extraction/automated document classification, check processing and electronic deposits.
Improving Financial Wellness – A Closer Look at Student Loan Debt
Explore how financial wellness tools like SS&C’s Financial Wellness Center and student loan matching programs help employees manage student loan debt.
SS&C Retail Alternatives Transfer Agency Solutions
Discover how SS&C Transfer Agency Solutions streamline operations, improve compliance and enhance distribution for alternative investments.
Thinking Local, Winning Global
Unlock the power of global unit registry insights to drive efficiency, smarter data and growth for Australian asset managers.
Streamlining Legal Administration for Enhanced Regulatory Compliance
Simplify legal administration for fund managers. Streamline compliance, reduce risk and focus on investments with SS&C’s expert solutions.
The Four Features that Define the Modern Wholesaler
Our latest free whitepaper explores the necessary responsibilities, skills, mindset and motivation of the modern wholesaler.
Registered Fund Services: Tax Administration
Streamline tax compliance for registered funds with SS&C's tailored solutions. Ensure accuracy, efficiency and adherence to regulations.
Registered Fund Services: Fund Administration
Simplify fund management with SS&C’s scalable, compliance-driven administration solutions. Optimize performance and accelerate growth.
Ginnie Mae Loan Reporting Best Practices
Automate Ginnie Mae reporting with SS&C’s Precision LM. Save time, reduce errors and scale your portfolio with expert guidance.
Efficient Local Government Investment Pool Management
SS&C Transfer Agency Services for efficient Local Government Investment Pool management ensure compliance, accuracy and tailored solutions.
How to Transform your Middle Office
Optimize your middle office with SS&C. Boost efficiency, scale operations and enhance decision-making. Download our brochure to learn more.
Webinar
The Model of Global Transfer Agency: Idealist or Realistic?
Discover how SS&C is transforming business growth through global transfer agency models. Learn strategies and hear from industry leaders in this webinar.
Compliance Consulting Solutions for APAC Financial Institutions
Optimize your compliance strategy with SS&C's solutions for APAC financial institutions. Expert guidance, cost-effective strategies & regulatory alignment.
AEOI Masterclass
Learn how outsourcing AEOI compliance eases the burden on responsible officers and internal compliance teams while reducing the risk of non-compliance.
SS&C AML Solutions
SS&C AML Solutions streamlines compliance with advanced technology, automating KYC/AML processes, reducing risk and ensuring global regulatory adherence.
SS&C HealthHub
SS&C HealthHub simplifies healthcare planning with personalized insights, cost projections and comprehensive resources for advisors and investors.
The Growing Opportunity in Retail Alternatives
Discover why retail investors are embracing alternatives and how fund managers can capitalize. Download the whitepaper now.
Embracing the Cloud While Avoiding a Costly Future
Discover key cloud migration strategies for financial risk to unlock AI potential, boost scalability and avoid costly mistakes. Download the whitepaper now.
Discover how integrated transfer agency solutions can drive operational efficiency, data insights and global growth for asset managers.
VELO Physical Risk Exposure Reports, Powered by Riskthinking.AI
Get firm-level insights into public companies' climate risk exposures. Enhance due diligence, streamline reporting with Riskthinking.AI.
Algo Pricing Library Toolkit
Unlock SS&C Algorithmics pricing with our Algo Pricing Library Toolkit. Seamlessly integrate advanced models using Python or C++. Download now!
Benefits of Utilizing SS&C Flex
In today's fast-paced business environment, companies often encounter unexpected disruptions such as sudden market fluctuations that can threaten stability.
Minimize Impact with Rapid Response
An Asset Manager's Guide to Choosing an MSP
Discover how managed IT services can reduce costs, enhance security and boost efficiency for asset managers. Download our whitepaper to learn more.
Optimize IT Infrastructure with SS&C’s Managed IT Services
Optimize your IT with SS&C's Managed IT Services. Secure, scalable solutions and 24/7 global support from a trusted Managed Services Provider (MSP).
Solving Data Challenges with SS&C Everywhere
Solve data management challenges. SS&C Everywhere helps you connect disparate systems and organize your data to make quick data-driven decisions.
The Climate Risk Imperative and What it Means for Financial Risk Management
Learn how Riskthinking.AI and SS&C are working together to bring stochastic climate data into the heart of financial risk management.
Transform Your 529 Plan Management with SS&C
Streamline 529 plan management with SS&C's scalable solutions. Enhance compliance, efficiency and participant experience. Download our brochure now!
SS&C FundHub AI
SS&C FundHub AI revolutionizes fund management with AI-powered insights, tackling unstructured data with 99-100% confidence for smarter decisions.
Enhancing Operational Alpha
Pursuit of greater alpha and well-diversified asset allocation in institutional and retail asset management ushers in a new era of investment opportunities.
“I” on the Target
Our whitepaper explores the role influence plays in evaluating and segmenting your most important clients.
ETFs – Sparse Bond Portfolio Optimization and Market Liquidity
Optimize ETF portfolios with innovative mathematical and machine learning techniques to minimize tracking errors and enhance diversification.
A Time-Change Approach for Short-Term Interest Rate Modelling
Gain comprehensive insights into our research and discover advanced methodologies for managing interest rate risks amidst global economic changes.
Fixed Income Evaluations Vendor Benchmark Study 2024
Insights from our 8th Fixed Income Benchmark Study, evaluating vendor capabilities in market coverage and price alignment for informed investment decisions.
Transform Your Client Connectivity with SS&C Digital360
Enhance investor engagement with SS&C Digital360: personalized portals, automated efficiency and seamless experience. Download the brochure to learn more.
Choosing the Right Transfer Agent: Look Before You Switch
Discover the key factors for selecting the right transfer agent. Avoid pitfalls and make informed decisions. Get insights now!
Why Should I Consider a Non-Bank Transfer Agent?
Transfer agents have mostly been a recordkeeping function but that’s changing. Fund managers now look to their transfer agents to be strategic partners.
Driving Value with BPO
SS&C's Rob Trower sits down with Jason Vaughn to share how SS&C is driving value for customers and prospects with SS&C's BPO offering.
SS&C's Business Process Outsourcing
Learn more about how SS&C is investing in BPO as SS&C's head of BPO, Rob Trower shares this and more with Jason Vaughn.
Assessing the Materiality of Climate Risks
Climate risk management for CROs. Learn how an ERM approach helps assess and mitigate climate risks effectively.
Key Drivers of Outsourcing Decisions: The Hedge Funds View
Download our infographic to explore hedge fund managers’ attitudes towards outsourcing as outlined in our report with Global Custodian.
The Case for a Specialized Transfer Agent
Consider a specialized transfer agent. Learn more about the five key reasons for separating from financial institutions.
Key Drivers of Outsourcing Decisions: The Asset Managers View
Download our infographic to explore asset managers’ attitudes towards outsourcing as outlined in our report with Global Custodian.
Liquidity Growth Opportunities
Among the multifaceted benefits of a single platform and a single provider, SS&C’s global transfer agency and visualization layer is domicile agnostic.
Defining Liquidity
Advantages of a Series Trust for Registered Fund Advisors
Discover the benefits of a Series Trust for fund advisors: control costs, reduce risks, and gain a competitive edge.
SS&C Transfer Agency Asia Service Desk
SS&C Asia Service Desk offers flexible, tailored solutions for Asian distributed funds, providing fast response times and innovative digital servicing.
The Future of Intelligent Automation for Next-Level Risk Management
SS&C Algorithmics partnered with Risk.net for a webinar discussing the strategic, operational and ethical implications of automation in the banking sector.
Investing in SS&C's Compliance Offering
Changing regulations from the SEC and other agencies in response to market dynamics, technology advancements, investor protection and transparency.
Changing Regulatory Landscape
SS&C Desktop as a Service
SS&C offers a flexible hosting solution that reduces your internal IT footprint and frees you to concentrate on your clients and employees.
Data and Digital Experiences Give Asset Managers a Competitive Edge
Learn more about SS&C's greatest value and how data and digital experience give asset managers a competitive edge.
Largest Disruptors in the Recordkeeping Space
Learn more about the largest disruptors that are going to affect the investor recordkeeping space in the US and how SS&C can help.
SS&C Presents Singularity
Learn about SS&C Singularity, our cloud-based insurance investment accounting technology backed by SS&C insurance experts.
Industry Experts Can Help Asset Managers Stay Ahead
Learn how SS&C’s experienced relationship management team delivers diverse perspectives to our clients to help them succeed and stay ahead.
Driving Value for SS&C Clients
Learn what sets SS&C's relationship management team apart from the competition and the value it drives for clients.
Podcast
Spotlight on Expanding into the UAE - Episode 5
Listen Now
In this episode we visit with Obediah Ayton, Director of Dhabi Hold Co and Chairman of ADFO Summits, a notable UAE Family Office event.
The Evolution of Participant Engagement
Employees, investors and participants often feel overwhelmed navigating today’s complex, continually evolving financial landscape and market gyrations.
SS&C Transfer Agent Client Advantage
Learn how you can benefit from your existing SS&C relationship by working with one Transfer Agent and Blue Sky provider.
SS&C GoWire
Download our SS&C GoWire brochure to learn how we offer transparency into storing and maintaining settlement for wires.
Our Financial Wellness Center helps individuals achieve their financial goals by offering a range of planning tools and personalized educational resources.
Unlocking Expertise, Amplifying Value and Empowering Our Customers
Learn about the acceleration of complexities in the asset management space over the next 12 months in the US.
Navigating the Evolving Asset Management Landscape
Notable trends in the asset management industry are accelerating the complexity of challenges that will face asset managers in the coming years.
Angel Oak and SS&C Discuss Insurance Company Demand for Residential Loans
Angel Oak's Institutional Client Group and SS&C discuss insurance investors’ ongoing demand to add residential loans to portfolios.
Spotlight on Expanding into the UAE - Episode 4
Discover why Abu Dhabi is acclaimed as the "capital of capital" and gain insights into ADGM's future growth plans from Bharath Shivappa.
Video Q&A with Ryan Grosdidier, Retirement Income Solutions, SS&C Retirement Solutions
SS&C Retirement Solutions provides an efficient and scalable model for the distribution and servicing of guaranteed income products.
eBook
Blue Sky Administration
Learn how to uncover the benefits of SS&C Blue Sky Administration’s full technology and service offering to help overcome operational challenges and costs.
Outsourcing Middle- and Back-Office Functions: An Assessment of Perceived Experience
Watch our webinar with Global Custodian on middle and office outsourcing, and hear from industry experts views on the considerations.
The Advancement and Future of Data Management and Visualization
Get insights on financial growth and risk mitigation with SS&C through our whitepaper on data management and business intelligence tools.
Work with SS&C to Solve Your Data Challenges
Self-service allows employees to access and analyze data from multiple sources, increasing efficiency and preparing businesses for data-driven challenges.
7 Reasons the Investment Management Industry is Setting up Operations in the United Arab Emirates
Download our guide for guidance on some of the reasons why investment firms are setting up in the United Arab Emirates (UAE).
SS&C Algorithmics - Risk-Aware Decision Making
SS&C Algorithmics is a technology‑powered solution for advanced financial risk management targeting banks, insurance companies and asset management firms.
Strengthening Your Organization's Crisis Response: How Best to Prepare
Discover SS&C Global Crisis Management Program’s Risk offering, featuring customized consultative services for crisis response planning and preparation.
Investments & Wealth Monitor Rise of the ETFs
This whitepaper, in partnership with Investments & Wealth Institute, takes a deep dive into what makes ETFs so appealing.
SS&C Algorithmics for Credit Management - Credit LifeCycle
SS&C Algorithmics Credit Manager provides financial institutions with end-to-end support throughout the credit lifecycle, meeting regulatory standards.
Innovate and Simplify Connectivity with SS&C Global Transfer Agency Services
Experience seamless connectivity with SS&C Global Transfer Agency services. Tailored solutions, cutting-edge technology, and global reach await.
SS&C Unit Registry - Australia
Experience seamless connectivity with SS&C Unit Registry services. Tailored solutions, cutting-edge technology, and global reach await.
FRTB Implementation: Key Insights and Learnings
SS&C Algorithmics shares key learnings on FRTB implementations and challenges facing banks between the choice of standardized or internal model approach.
Article
FRTB: A Question of Strategy for US Banks
Risk.net and SS&C Algorithmics explores the global FRTB implementation landscape and its current state of play.
Best Practices During Rising Interest Rates: How to Model ALM Deposit Funding Mix
Join experts from SS&C Algorithmics and d-fine for an exclusive online event designed specifically for Financial Services and Banking.
Unlock Your Investment Potential: The Key to Understanding Risk Profiles and Performance Contributors
Learn about the newly launched SS&C Analytics Reporting Service, that delivers financial risk and performance analytics as standard report packages.
SS&C Algorithmics for Credit Management - Limits and Exposure
SS&C Algorithmics for Credit Management empowers managers to more effectively identify, price, control and monitor credit risk across any asset class.
Vision 2027: Top Trends in Financial Risk Management
Learn about the top trends of 2024 in financial risk management ranging from intelligent automation, climate risk, cloud and much more.
Tokenization - One Way to Transform the Asset Management Industry
Tokenization has the potential to transform the revenues and costs of the industry. Can the asset management industry rise to the challenge?
State of the Market - Current Development in the Asset Management Industry in Japan
An opportunity to consider the middle-back office operations as an infrastructure to assist an asset management company entering the market in Japan.
Tokenization – One Way to Transform the Asset Management Industry
SS&C FundHub Alternative Investments Portfolios
Take advantage of the latest developments in AI to automate and streamline the collection and processing of unstructured alternative investment data.
Advanced Financial Risk Management & Regulatory Capital
See how your organization can benefit from market-leading financial risk, regulatory capital and performance management solutions from SS&C Algorithmics.
Simplifying Broker-Dealer Processing for Alternatives
SS&C ALTSERVE gives broker-dealers the ability to compete and grow their alternative investment offering by eliminating the chaos.
To ETF or to Mutual Fund... That is a question
Learn from a panel of top industry experts as they discuss challenges and considerations of SEC filings for Multi-Share classes with ETFs.
The Ins-and-outs of Liquidity Providers vs. Exchanges for ETFs
Helping new ETF entrants gain a better understanding of the role of liquidity providers and how they work with the exchanges.
5 Things to Look for in an Investment Accounting Provider
Selecting an investment accounting provider is one of the most important decisions for an insurance company. Make sure your vendor meets these 5 criteria.
How SS&C Tax BrightLine Complements Your Tax Advisor
The combination of Tax BrightLine and your professional tax advisor delivers the ultimate tax strategy for your funds and for your business.
Algo Risk Service for Asset Management - Algo Portfolio Optimization Add-on
Simulation-based portfolio optimization framework designed to support risk analysts, asset allocation specialists and fund managers.
ETFs - Machine Learning-Enhanced Sparse Portfolio Construction
A simulation-based, machine learning-enhanced portfolio construction framework that supports risk analysts, optimization specialists and ETF fund managers
Case Study
US Life Insurer Selects SS&C Insurance Solutions for End-to-End Alternative Investment Management
Learn how one insurance investment team is solving operational, accounting and reporting challenges using a more automated integrated solution.
Opportunities for Intelligent Automation in Lending Operations - Five Key Areas for Recognizable ROI
Explore how to stay competitive in real estate lending by making smart technology investments and using intelligent automation to boost efficiency.
Tax BrightLine for Regulated Investment Companies - Know Where You Stand in Real Time
Regulated Investment Companies have complex tax requirements that exhaust time and resources. Eliminate the strain of tax reporting and compliance.
Dare to be Different - Challenge Assumptions to Optimize Distribution
How can firms maximize sales, deepen relationships with advisors, and optimize their people, products and other resources to optimize distribution.
Evolving to an Integrated Market, Credit and Liquidity Risk Management Mindset
SS&C Algorithmics and ICE discuss the benefits for risk management and investment professionals on analytics frameworks beyond market risk capabilities.
How Artificial Intelligence-Driven Tech Drives Real Results for Insurance Investors
Learn about practical applications and use-cases for harnessing the power of AI-driven technologies to increase scale and protect yield.
4 AI Technologies, 10 Benefits for Insurance Investment Operations
Discover 10 ways AI-driven technology helps insurance investment accounting teams to increase yield and overcome operational challenges.
Transform Financial Risk Processes With A Centralized Platform For Optimized Risk Management
SS&C Algorithmics helped a large European pension company provide a centralized data analytics platform through SS&C Algorithmics for Asset Management.
Checklist
Expert Support For Disruptive Business Events
If your operations are at capacity, SS&C Flex can rapidly staff, execute and match resources to meet your business needs—quickly and cost efficiently.
Managing Money in the Metaverse
What asset and wealth managers should be doing now, and in the future, to ready your firm for the coming of the Metaverse.
From Sinking Banks to Peaking Rates: What's Next for Financial Institutions and Asset Owners
This webinar covers the implications of this new landscape for risk management practices for financial institutions and asset owners.
SS&C Analytics Reporting Service
SS&C Analytics Reporting Service offers a turn-key standard report package streamlining your operations by eliminating manual, tedious processes.
Rise of the ETFs - Interview with Nichole Kramer and Doug Yones
Nichole Kramer and Doug Yones interview for NYSE's The Exchange, discussing the rise of ETFs.
ERM Reboot: How Insurers Are Turning Risk Decisioning into Strategic Advantage
ERM is a powerful strategy with two critical objectives: ensuring regulatory compliance and establishing a framework for healthy investment risk appetite.
SS&C FundHub
Automate portfolio data aggregation, streamline reporting, and gain real-time insight across illiquid investments with SS&C FundHub’s integrated platform.
SEC’s Proposal on Swing Pricing and Hard Close
Read SS&C’s whitepaper to understand the SEC’s Proposal on Swing Pricing and Hard Close and its impact on the mutual fund industry.
What Should Asset and Wealth Managers Do About the Metaverse?
Asset and wealth managers should stay informed and monitor developments, investing in line with digitizing their operations, distribution and innovation.
Why Should Asset and Wealth Managers Care About the Metaverse?
Why should asset and wealth managers care about the Metaverse? Asset and wealth managers are already investing in the companies building the Metaverse.
Private Lending Opportunities Abound in Distressed Real Estate Loans
Thanks to a difficult confluence of factors, CRE as an asset class is facing challenges. Learn about the more well-known factors causing the struggle.
Research Brief
Top Levers for Advisor Advocacy in 2023
Advisors recommend products to their colleagues an average of five times a explore how asset managers can increase the recommendations for their firm.
Insurers Get Real about Real Estate: 5 Reasons to Expand Your Portfolio in 2023
Real estate & real assets offer unique advantages for insurance investors. Learn about them, see examples and explore how to capitalize on the opportunity.
Don't Sleep on Email
Delivering bite-sized content advisors want; Maximizing impact with sharper messages; Using digital engagement data to maximize face-to-face interactions.
SS&C Algorithmics Unipol Case Study - Climate Risk
Unipol Gruppo discusses the challenges of climate risk and how SS&C Algorithmics helps implement climate related models directly into their solution.
7 Changes Redefining the Keys to Successful Advisor Engagement
7 CHANGES WITH ADVISORS SINCE THE PANDEMIC requiring asset managers to adapt to the challenges and jump on the opportunities.
Unlock After-Tax and Operational Alpha through a Data-Driven Tax Strategy
Today’s market lacks technology driven tax insights. Manage tax exposure, and maximize returns, while meeting investor requirements and fiduciary duty.
Desktop as a Service with SS&C’s Private Cloud
Private Cloud Desktop hosting solution provides a contemporary, secure, and highly scalable environment for deploying and operating your applications
Optimize the UGMA/UTMA Custodian Termination Process
Strengthen response to business disruption and maintain member service-levels during unexpected healthcare events.
Centralization vs Decentralization: The Key to Optimizing Efficiency in Loan Operations
In Commercial Real Estate loan operations, which delivers efficiency and profitability: point solutions or an integrated strategic approach to technology?
Clear Cut Investment Returns Through Real Time Tax Management
Five Key Criteria for a Technology Solution and improving investment performance while reducing tax liability.
Customize This: How to Seize on Advisor Demand for Personalization
Deeper relationships between advisors and their clients often result in more assets for the firms they do business with.
SS&C Consulting Packages
Consulting packages to support your distribution strategy. Helping asset managers prepare for the future of distribution.
Insurance Investment Managers Can Optimize PE Returns: Q&A
Read this FTF News Q&A with SS&C insurance investment accounting leaders to learn about optimizing portfolios amid major industry shifts.
Outline of ETF Structures for Asset Managers
An active transparent ETF may be a more suitable strategy, especially under 6c-11 and custom baskets. Explore the right product wrapper for your strategy.
The Future of UK Retail Servicing
In the retail sector demand for digital investment services has accelerated. We work closely with retail clients to ensure they are effectively supported.
Forward Shooting the Backward-Looking Rate: The Implications of LIBOR Cessation
After the LIBOR scandal, the benchmark rate is being replaced by overnight rates by Forward Shooting Grid to price callable notes as the new benchmark rate
Closing the Customer Knowledge Gap
Closing the customer knowledge gap is a top priority for asset managers and with the wealth of data now available it is within reach
The Impact of IRS Schedules K-2 and K-3: What Investment Partnerships Need to Know
IRS schedules K-2 and K-3 bring an added layer of complexity to tax preparation, reporting and compliance. Prepare for the change.
3 Key Ways to Influence an Advisor’s Product Choices
This report reveals the three most effective ways firms can leverage and maximize their ability to influence advisors’ product choices
Closing the customer knowledge gap is a top priority for asset managers, and with data, it is increasingly within reach.
Driving Alpha With a Tax Solution
SS&C Tax BrightLine is a technology-powered tax solution to help meet the operational demands of today’s regulations, client needs and help drive alpha.
Powerful Interface for Configuring Financial Risk Calculations
Brower based application to view, or configure risk parameters, and execute ad-hoc runs for buy-side and sell-side financial risk calculations and reports.
ESG Report Series: Help Advisors Sell More ESG
Concerns and obstacles preventing advisors of ESG users and non-users from seeing if clients are interested in ESG investing.
5 Things Every Insurer Should Expect from an Investment Accounting Provider
An insurance investment accounting partner should provide a strong SOC1 control environment, custodial data sourced by automation, and much more.
AI & Intelligent Automation Using Blue Prism in Fund Servicing
AI has demonstrably arrived in the asset management industry and it is starting to have a transformative impact.
Fund Technology, Data & Operations, North America 2022
Strategic acquirers in asset management must navigate the challenges of large scale transition. Read this report to prepare for success.
Exceed Investor Expectations. Grow Your Business.
Our asset management offering spans alternatives, transfer agency, fund administration, outsourcing, retirement, digital and distribution solutions.
AI and RPA in Fund Servicing
Discover how Artificial Intelligence (AI) and Robotic Process Automation (RPA) can transform middle and back-office functions.
AI & Robotics: Set to Transform Modern Business Processes
Join our webinar on July 27, 2022 at 11:30 am AEST to discover how AI and Robotics can transform modern business processes.
Accelerating Success in Asset Management Acquisitions
Realizing the benefits of an asset management acquisition can be difficult. These 10 considerations can help speed integration in large-scale M&A.
Pension Risk Budgeting: Risk is a “Good”
Join Algorithmics to learn how active risk can be budgeted, practical ways to overcome the data, analytical and other challenges that commonly arise.
3 Opportunities to Help Advisors Succeed in Digital Marketing
Advisors’ three most important digital marketing activities for the year are quite diverse. Advisors ranking the activity in the top three for 2022.
Digital Asset Compliance and Related Issues
This webinar covers the latest in crypto compliance for funds and the SEC regulatory approach to treating digital assets as securities/non-securities.
SS&C Front-to-Back Solution
Optimize and protect investment returns through a "front-to-back" solution that brings both modern technology and deep domain expertise.
Digital Assets & NFTs in Asset Management
This webinar covers Digital Assets and NFTs and how they fit into broader asset portfolios.
Reality Check: What Asset Managers Need to Know about Advisors’ Use of ESG
Helping advisors get more comfortable talking about ESG. Explore strategies to drive more advisor-client ESG conversations.
The Convergence of Insurance, Alternatives and Private Equity
Higher yields continue to drive deal making between insurers and alternative managers. Learn how to protect your investment strategies.
Liquidity Risk Management - A Case for Broader Data/Model Integration
Liquidity monitoring and analysis have been integrated in the risk management process to analyze market, credit and liquidity risks in funds.
Integrated Market & Credit Risk – An Active Risk Management Dialogue
The benefits of integrated market and credit risk management are realized through high-level risk statistics and a thorough stress testing framework.
Pension Economics: A Review of Key Risks
Pension management is a risky business and it is important to understand the key risks to manage pension plans well.
Helping Asset Managers Find Opportunity Amidst Disruption
Research, data, analytics and consulting for asset managers to solve their biggest challenges and find opportunities amidst disruption.
Closed-form Valuation of Asian Spread Options
SS&C Algorithmics closed-form solution for valuation of Asian spread options performs well compared to benchmark values.
On-Demand Webinars
Outsourced webinar solution for employee education: industry expertise includes key regulatory updates, new investment vehicles ESG investing and crypto.
Untangling the Web: A Practical Approach to Modernizing Asset Management Distribution
The interdependent and complex nature of asset management distribution creates a challenge for those seeking to modernize, update, or overhaul.
Implementing 18f-4: Navigating the Stepping Stones
Find out how to leverage SS&C Algorithmics’ scalable cloud-based 18f-4 Service for monitoring daily VaR, stress testing, backtesting and more.
What Financial Advisors Expect from Model Portfolio Providers
Recommendations for asset managers looking to implement or improve their models business.
Remote Selling is Here to Stay: An Update on Advisors’ Views as the Pandemic Continues
Remote Selling is Here to Stay: advisors’ views as the pandemic continues. What can asset manager salespeople do to increase their chances with advisors?
Asset management distribution: a web of interdependencies. They key building blocks for asset manager success.
SS&C Lyric
SS&C Lyric combines microservices, AI, machine learning and distributed ledger technology to enable asset managers to compete more effectively.
Tokenization of Funds - Mapping the Way Forward
Will tokenization kill or cure your funds business? A webinar around the tokenization of shares within mutual funds.
Tokenization of Funds - Mapping a Way Forward
Discover how tokenization can reduce costs, expand investor access and transform fund management. Download our whitepaper for insights and strategies.
UK Funds Distribution Q3 2021—Trends and How to Respond
UK Funds Distribution - Q3 2021 Long term trends and how to respond. Putting opportunity insights into action.
Building Confidence in Client Conversations about ESG
Building confidence in client conversations about ESG and the concerns preventing advisors from asking all clients about ESG.
Senior & Vulnerable Investor Surveillance and the Senior Safe Act
Senior & Vulnerable Investor Surveillance and the Senior Safe Act: discover best practices to identify and prevent financial abuse.
The Key Capabilities to Look for in a Transfer Agent/Unit Registry
SS&C Global Transfer Agency services are designed to provide clients with the technology and service structure to support your growth.
The Rise of ESG and Why It Matters to Everyone
SS&C is building an ESG solution to help managers with their ESG monitoring, reporting and regulatory compliance.
Taking ETF Distribution to the Next Level
As the industry experiences ongoing fee compression, firms are looking for a better solution. How are you taking ETF Distribution to the next level?
TALF 2020 Loan Program Available
Learn how SS&C is available to support your rapid deployment of a solution to meet the demands of the NY Federal Reserve TALF 2020 Program.
SS&C Algorithmics XVA Sensitivities Performance
SS&C Algo XVA Sensi software is proven on a complex client portfolio, generating XVA exposure measures and their market data sensitivity.
Risk Technology Awards 2020 Bank ALM System of the Year
Risk.Net recognizes SS&C Algorithmics ALM as next generation ALM system for its innovative approach to help Balance Sheet Risk Management.
Q&A with Hedgeweek - ESG: In a Good Place
The surge of interest in ESG investments and growing role ESG data is playing in helping shape asset management decisions.
Product Trends "What the Future Holds"
While many are experiencing challenges and speed-bumps, the influx of new product wrappers, continued interest and products being introduced is evident.
GAMMA Course Listing
The GAMMA digital library includes 300+ hours of financial markets courses across an extensive range of topics. Explore the content within the library.
The World of Asset Management Since March 2020
A video covering The past 14 months since March 2020 changed the operations of most industries, and asset management is no exception.
SS&C's Performance Analytics Service
As an asset manager or an asset allocator, how do you make sense of a vast array of complex, analytical information?
SS&C Tax Optimizer
A secure web-based US tax preparation and hypothetical tax analytics solution. Know the tax impact of your trading before it’s too late.
SS&C Client Testimonial - Baird
Listen in as our client describes the benefits of leveraging SS&C expertise and tools, such as Evare, to help scale their business.
SS&C Algorithmics Risk Reporting
Analyze porfolio risk leveraging advanced financial models and an extensive set of scenarios constructed by the Algorithmics research team.
Quick Take: How Does the Increasing Focus on ESG Affect Outsourcing?
How does the increasing focus on ESG affect outsourcing? Watch our Quick Take with AIMA on ESG disclosures, transparency and reporting.
Learning Institute ESG
What are key challenges encountered with current ESG tools and data? What are practical techniques to assist a company's ESG risk and performance?
AIMA: Putting ESG into Practice - Streamlining Your Reporting and Monitoring Process to Provide Transparency to Your Stakeholders
The impacts of ESG and how to streamline your reporting and monitoring process and provide transparency for your stakeholders.
The Top Five Misconceptions of Hedge Fund Compliance with Regulation D and the Impact of Blue Sky Laws
Top 5 misconceptions for Regulation D filings; types of entities exempt under state Blue Sky laws; sales of hedge funds impacted by Blue Sky filing analysis
Streamlining Your Investor Onboarding Experience and Adding Transparency to Your Capital Raising Process
Learn how having a streamlined fundraising and digital investor onboarding process can help fund managers access committed capital quicker.
Shaking Up and Shaking Out: Bold Moves that are Transforming Asset and Wealth Management
Change is upon us. Rapid developments in our technology, society, and economy are shaking up the asset and wealth management industry.
SS&C Dialogues - Investor ESG Reporting Expectations
Investors and asset allocators expect greater transparency into the ESG impact of how their capital is being deployed.
SS&C Algorithmics: Managing Credit Risk Exposure Given a Global Pandemic
Key considerations and best practices in managing credit risk during the pandemic and practitioner insights into economic recovery expectations.
SS&C Algorithmics: FRTB Market Trends Amidst the Basel III Delay
A panel of bank experts discuss current market trends and the impact of these in the implementation of the FRTB regulations.
SS&C Algorithmics: Container Orchestration for Enterprise-Grade Risk Management
Introduction to containerization and the benefits in utilizing microservices to deploy applications in a timely and cost-effective manner.
SS&C Algorithmics: BCBS Interest Rate Risk in the Banking Book – Global Review and Potential Impacts of the COVID-19 Crisis
Global adoption of the latest interest rate risk in the banking book (IRRBB) standards and the main challenges banking firms face during times of stress.
Product Development in Our New Normal
SS&C and a panel of experts dive into the challenges and speed-bumps, the influx of new product wrappers, continued interest and products being introduced.
Private Fund Compliance – Should a Form D Contain Multiple Issuers?
Private Fund Compliance Should a Form D Contain Multiple Issuers? Explore the various advantages and challenges associated with a Multi-Issuer Form D.
Optimizing the Adoption of Cloud Technologies in the Financial Risk Domain
An interactive discussion about the value of Cloud services, how they can be used for risk and the possibilities of migrating applications to the cloud.
Mutual Fund Blue Sky: Can Social Codes Provide Potential Blue Sky Exemptions?
Mutual Fund Blue Sky: Can Social codes provide potential blue sky exemptions? Understand the alternative use of social codes with exemption processing.
Moving the Needle with Customer Experience: A Pathway to Sustainable Growth
Three key principles to shape that strategy, and deliver the types of distinctive customer experiences that will drive more business and more loyalty in all market environments.
Key Steps to Cost Effectively Growing Assets
Cost effectively growing assets: a definitive guide for asset managers navigating the technological and strategic opportunities of our new reality.
How to Digitize Your Investor Onboarding Experience: An Introduction to e-Investor
Would your firm benefit from a web-based tool that provides a logic-based approach to your complex subscription documents and AML/KYC requirements?
ETF Strategies in Today's Financial Landscape
Key insights to where we are today, innovative wrappers and models and understanding regulation code changes for ETFs.
ESG Investing 2.0 – Environment, Social and Governance-Oriented Investments in a World With COVID-19
Watch our 3-in-1 webinar as our panel of experts explore the latest ESG compliance requirements and tools.
Do all Mutual Funds Need to Notice File with all Jurisdictions? A Review of Blue Sky Laws
Do all mutual funds need to notice file with all jurisdictions? Navigate regulations from state to state and how to minimize Blue Sky fees.
Data Governance for Performance Measurement
In this webinar, we demonstrate the data governance framework in Anova and look at how it can be applied to the performance measurement process.
After the Storm: Charting a New Course through Uncertainty
Learn more about three key areas asset managers can focus on in the midst of disruption.
Risk Analytics Accessibility and the Opportunity of the Cloud
This three-part series looks at how cloud computing and microservices are shaping the future of risk management.
Lyric in Action: Digitizing and Automating Alternatives
SS&C Lyric is transforming retail alternatives by digitizing the subscription process, simplifying the client experience and providing transparency.
Lyric in Action: Bringing a Technology Vision to Reality
Lyric combines microservices, AI/Machine Learning, and distributed ledger technology with SS&C’s global technology infrastructure and FinTech leadership.
The Future of Financial Services, Now
SS&C Lyric, our global recordkeeping platform, helps make operations safer, more efficient and delivers the digital experiences today’s customers demand.
High-Performance Risk Analytics: Turning Performance into Business Gains
This three-part series looks at how high-performance risk analytics is shaping the future of risk management.
High-performance Risk Analytics – Usability and the User Experience
How high-performance computing is supporting risk analytics, specifically changing the business use cases due to major speed improvements.
The Use of Sales Enablement Technologies by Asset Managers Report Series
As a sales manager, you need your salesforce to spend more time building and nurturing relationships and selling and less time on everything else.
Learn what it takes to create and maintain a sustainable asset and wealth management organization – standing still is not an option.
Rightsizing Sales Organizations and Managing Territories
While there isn’t a single universal formula that works to determine whether a sales organization is ready for additional staff (or requires a reduction), there is a relatively simple way to make the determination once you apply the data.
Rethinking Sales Models
It can be overwhelming to try to evaluate all aspects of sales relationships all at once. But, you have to start somewhere.
Maximizing Distributor Relationships
Account-based marketing provides a framework and process for aligning resources on accounts with long-term growth prospects, demonstrated demand for products and services, tightly aligned strategies and plans.
How to Win Over ESG-Reluctant Advisors
Two in five advisors have used ESG strategies in client portfolios, but the rest have not. Learn How to Win Over ESG-Reluctant Advisors.
Four Ways to Set Up Your Digital Experiences for Success with the Next Generation: Digital Engagement Leaders 2019
Explore practical recommendations for delivering a customer experience that wins over the next generation of advisors and investors.
Driving Growth with Data-Driven Territories: Setting up Your Sales Team for Success
This report helps executives understand the process of running a formal, data-driven territory optimization exercise.
Digital that Makes a Difference
Digital experiences can make the difference in persuading advisors to choose—or keep—your products at every stage of the decision journey.
Connecting with the Next Generation of Advisors: What Advisors Do Online
This report examines what all advisors want as they learn about an unfamiliar manager or product, compare solutions, do business with and advocate for a firm.
Building a High-Performance Content Strategy
Nine of ten asset management marketing teams have a content strategy. Discover how to build a solid foundation for a high-performance content strategy.
Building Relationships & Advocacy Online
Learn how a strong digital strategy can deepen the relationship, and enhance the advisor’s value to the firm.
Attributes of Top Performing Sales Territories
Not only are these sales teams beating their competition in terms of gross sales at more high value offices, they are able to better retain assets at those offices.
Advancing from Scoring Leads to Tracking Customer Opportunity
Discover why traditional lead scoring falls short in today’s environment and how Customer Opportunity Scoring is taking the common task of identifying the best prospects for a firm to the next level.
Three Key Opportunities to Advance Advisor Relationships through the Home Office
This report leverages our latest survey of advisors about their home offices, as well as interviews with broker-dealer executives.
Unlocking Embedded Analytics Through Financial Risk APIs
Incorporating Financial Risk APIs into risk management to cope with increasing regulatory and business demands.
Simplify the Cash Wire Process
Learn how SS&C's Wire Processing simplifies the cash wire process with transparency, controls and authorization from your office or mobile devices.
Service Insights Dashboard
SS&C’s Insights Dashboard delivers the information asset managers need to understand their current position and make more informed business decisions.
SS&C e-Investor: Surveys
Reduce risk, add transparency and create efficiencies; automate delivery, completion, submission and tracking of manager and investor questionnaires.
SS&C Learning Institute NeuroLab
The SS&C NeuroLab combines innovative technology and neuroscience to improve training programs through optimized engagement and retention.
Complex Requirements Have Met Their Match
SS&C Regulatory solutions for common reporting standards, form PF, FATCA, CPO-PQR and performance analytics for today’s funds and asset managers.
SS&C Cloud Solution for Limited Partnership Accounting
A cloud-based solution for limited partnership accounting with full support of accounting methodologies that can be set uniquely by basis.
SS&C Algorithmics XVA Sensitivities
Assess and hedge risk with XVA exposure measure and sensitivity calculations with an ultra-fast, performance optimized XVA sensitivities generation engine.
SS&C Algorithmics Workspace Analyzer for Enterprise
Workspace Analyzer for enterprise applications, describing how this powerful solution can be used to solve complex aggregation and reporting problems.
SS&C Algorithmics Workspace Analyzer
SS&C Algorithmics high-performance, enterprise-wide dashboard solution to solve complex use cases for aggregation and reporting.
SS&C Algorithmics Scenarios as a Service
SS&C Algorithmics Scenarios as a Service provides stress testing scenarios on macroeconomic factors curated from proprietary predictive models.
Algo Risk Service for Asset Management
Advanced risk analytics designed to support risk analysts and fund managers who need to investigate portfolios beyond market risk.
SS&C Algorithmics Learning License
Enhance the team's skillset by subscribing to our SS&C Algorithmics learning license to get the right learning to the right people at the right time.
SS&C Algorithmics Financial Risk APIs
Leverage the cloud and stateless microservices for immediate access to sophisticated risk and investment management tools.
SS&C Algorithmics Counterparty Credit Risk
Measure market, counterparty credit risk exposures, XVA and capital on a single platform to enhance risk-based decision making.
Providing Next-Generation ALM, Liquidity Risk and Balance Sheet Risk Management
SS&C Algorithmics Balance Sheet Risk Management supports ALM, Liquidity Risk, FTP, and Treasury with IRRBB, regulatory compliance and profitability.
SEC Modernization of Derivatives Risk Management: Rule 18f-4
The 18f-4 solution offers turnkey, cloud-based platform enabling funds to comply with new SEC 18f-4 derivative risk management program regulation.
Registered Fund Services
Explore SS&C's Registered and Private Fund Services: innovative technology, dedicated support, and flexible solutions for your fund needs.
Portfolio Management & Trading Solutions
SS&C ALPS Advisors offers you our deep knowledge and expertise within Portfolio Management and Trading across many product types.
MAXIMIS
Learn how MAXIMIS is the most comprehensive insurance company investment accounting solution on a single platform.
Liquidity Risk Management Support Services
One of the primary challenges is building and implementing the necessary operational systems for determining the fund’s liquidity classifications to meet the SEC requirements.
Learning Services
Whether crafting a new course or enhancing an existing program, our production team can help design, develop and deliver bespoke learning programs.
LIBOR Transition: A Smooth Shift to the New Era
SS&C Algorithmics provides a flexible, complete, transparent and smart framework that ensures a seamless transition to the new risk-free curves.
Keeping Up Anti-Money Laundering and Fraud Detection Obligations
Going beyond watch and sanctions list matching, learn how SS&C takes it to the next step with ongoing transaction monitoring.
Investment Tax Accounting, Tax Analysis and Planning
Fully automated US tax preparation and hypothetical US tax solution. Mitigate risk through the removal of manual processes.
Interval Funds
Investment managers looking to offer ’40 Act registered products without the daily liquidity constraints of an open-end mutual fund use interval funds.
Go Beyond Traditional Transfer Agency Boundaries
Learn how SS&C’s Global Investor and Distribution Solutions goes beyond traditional transfer agency services to help asset managers grow their business.
GAMMA NASBA Course Catalog
The GAMMA library offers hundreds of online courses accredited with NASBA for CPE Credits. Explore all eligible courses by downloading the course catalog.
GAMMA MBA Essentials
MBA Essentials offers a target online experience to enhance core knowledge, critical thinking and analytical skills demanded in business disciplines today.
GAMMA CPE Credit Listing
The GAMMA library offers online education programs approved with various accrediting bodies for hundreds of Continuing Professional Education credits.
